Bourgeon Capital Management’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $982K | Hold |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $199K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $364K | Buy |
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